Our advisors

Advisor photo for Daniel P Morrissey

Daniel P Morrissey

CFP®, CRPC, CFS®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Daniel P Morrissey Visit Daniel P Morrissey's website
Advisor photo for Abram Shaffner

Abram Shaffner

CFP®, CMFA®, BFA, CRPC, CFS®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Abram Shaffner Visit Abram Shaffner's website
Advisor photo for Eric Fox

Eric Fox

CMFC

Financial Advisor

Chartered Mutual Fund Counselor™
Learn more about Eric Fox Visit Eric Fox's website


Our team

Wanda Shenk

Wanda Shenk

Client Relationship Manager

Qualifications

  • Series 7 & 63
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